Welcome to The PREC Planners, your dedicated partner in real estate financial success!
At The PREC Planners, we specialize in providing tailored financial planning services exclusively for real estate professionals. Founded by JoAnne Martin, a seasoned financial planner and subject matter expert in the real estate industry, our firm is committed to helping real estate agents, brokers, and property investors navigate the complexities of their financial landscapes.
With a deep understanding of the unique challenges and opportunities faced by real estate professionals, we offer personalized solutions designed to optimize tax efficiency, plan for retirement, and achieve long-term financial goals. Whether you're looking to maximize your income, secure your financial future, or plan for the next phase of your career, we're here to support you every step of the way.
Our services include comprehensive financial planning, tax optimization strategies, retirement planning, investment management, and more. We take pride in our client-centric approach, providing proactive guidance and ongoing support to ensure that our clients feel confident and empowered in their financial decisions.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Manager
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.theprecplanners.ca
The Prec Planners Questions
The Prec Planners's website is http://www.theprecplanners.ca
The Prec Planners's LinkedIn profile is https://www.linkedin.com/company/the-prec-planners
The Prec Planners has
1 employees.
View email and phone details for 1
employees at The Prec Planners.
The Prec Planners's industry is
Financial Services
The Prec Planners's top competitors are
Aspire Wealth Group,
Pwl Capital Inc,
Mcfadden Benefits, Pension & Wellness,
Mco Private Wealth,
Stone Design Concepts Inc,
Ciro / Ocri,
Josselyn Engineering Inc,
Énska Advisors.
The Prec Planners's categories are Financial Services
The Prec Planners's founding year is 2024
